CABANA ASSET MANAGEMENT is a Fayetteville, Arkansas based financial advisory firm with nearly $738,650,000 in assets under management and provides investment advisory services for 749 clients. There are currently 22 financial advisors at the firm.
General Information |
| Firm CRD#: | 151418 | |
| SEC#: | 801-108439 | |
| Assets under Management: | $738,650,000 | |
| No. of Clients: | 749 | |
| No. of Advisors: | 22 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (SUB-ADVISORY SERVICES FOR OTHER ADVISERS) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MACH-1 FINANCIAL GROUP, LLC | 298195 | 801-118093 | 3089 | 19 | $354,368,522 |
| APPLIED CAPITAL LLC | 166175 | 801-115146 | 2067 | 9 | $293,411,420 |
| MUSTARD SEED WEALTH MANAGEMENT | 117737 | 801-66155 | 1619 | 10 | $413,567,032 |
| THE ARKANSAS FINANCIAL GROUP, INC. | 104808 | 801-23922 | 1595 | 10 | $755,112,171 |
| IFRAH FINANCIAL SERVICES, INC. | 136925 | 801-64962 | 1437 | 14 | $446,906,587 |
| NEW WAVE WEALTH ADVISORS | 323414 | 801-126788 | 1253 | 6 | $315,005,818 |
| GILLILAND JETER WEALTH MANAGEMENT, LLC | 324403 | 801-127199 | 892 | 4 | $505,337,142 |
| CABANA ASSET MANAGEMENT | 151418 | 801-108439 | 749 | 22 | $738,650,000 |
| LEXINGTON RESEARCH AND CAPITAL GROUP, LLC | 108576 | 801-57776 | 301 | 1 | $294,079,647 |
| CORNERSTONE ADVISORS LLC | 325163 | 801-130418 | 206 | 9 | $276,933,985 |
| HORRELL CAPITAL MANAGEMENT, INC. | 115711 | 801-67063 | 165 | 1 | $459,577,041 |
| NEWROAD CAPITAL PARTNERS, LLC | 281487 | 801-106671 | 8 | 16 | $608,782,217 |
| BY CRYPTO MANAGEMENT, LLC | 315265 | 801-130763 | 6 | 24 | $747,439,163 |
| WESTROCK ASSET MANAGEMENT, LLC | 174408 | 801-108284 | 4 | 10 | $416,781,093 |
| SYMBIOSIS CAPITAL PARTNERS, LLC | 316599 | 801-130729 | 2 | 10 | $278,763,827 |